Adding Simple Q&As to Marketing Emails with Buttons or CTAs
Apr 5, 2021 3:38 AM - edited Apr 5, 2021 3:47 AM
At the moment, it isn’t possible to conduct questionnaires with Marketing emails.
That said, it is possible to track clicks within Marketing emails - this can be used to collect answers from email recipients. Here’s how you can do so:
- Create a Marketing Email - depending on your subscription, you can either create the email from the drag and drop email editor or do so from the classic editor.
- After you’ve created the email, you can either create a call-to-action (CTA) or add a button directly to your email.
- You can customize the link for each button to any existing page on your website.
- You can also create simple landing pages for this purpose - it is important that each URL used in the link is unique.
- Alternatively, if you’re using a CTA - the CTA should be used for this email only and each option should be a unique CTA.
- In this example, I’ve added buttons directly to the email for users to RSVP to a birthday party.
- If a CTA was used, the filter applied will be ‘Calls-to-action > [Name of CTA] > Contact has clicked this version of the call-to-action > Any version of the CTA’.
- If a button was used, the filter applied will be ‘Marketing Emails > [name of email] > Contact clicked a link in email > URL of option link’.
This will generate different lists of contacts depending on how they have responded to your emails.
As an additional option, you can even create a custom property, then use a workflow to populate the custom property based on URL or CTA clicks for reporting. Here’s what an example workflow would look like:
Other uses for this workaround:
- Simple RSVP for events - like in the above example.
- Send Feedback Surveys if you don’t have a Service Hub Professional Subscription.
- Collect opinions on products:
- ‘Which version of a product do you prefer?’ with the options ‘Version A’ or ‘Version B’.
- ‘Was an update useful?’ with the options ‘Yes’ or ‘No’
- You can also add multiple URL links or CTAs to collect more data - such as:
- ‘When do you check your emails?‘ with the options ‘Morning’, ‘Afternoon’, or ‘Night’.
- ‘Who did you buy this product for’ with the options ‘Myself’, ‘Parent’, ‘Sibling’, ‘Friend’ or ‘Partner’.
There are many possibilities - hope this helps!